Financial advice

Why data shouldn't be a dirty word

In this article, we explain data cleansing, why it's so important to have clean data before any software migration and once you've got clean data, how to keep it that way.

Guest contributor  |  5 min read
26 August 2022

ESG

Roadmap to ESG: The key takeaways

In the final article of our ESG Roadmap series, developed with research firm NextWealth, we review what we’ve discovered and highlight some of the key takeaways from our in-depth interviews with financial advice professionals.

Iress  |  4 min read
18 July 2022

Financial advice

How to engage clients in a connected world

How better client engagement leads to better client satisfaction.

Guest contributor  |  7 min read
11 July 2022

Mortgages

Get to the point

Why, as an industry, do we make things complicated for our clients? Can't we all try being a bit clearer in what we say?

Warren O'Connell  |  4 min read
18 July 2022

Financial advice

How to build a better performing advice business

Focus on these three key areas and you'll be on your way to building a high performing advice business where every working day gets easier.

Guest contributor  |  5 min read
11 July 2022

Financial advice

How to embrace technology change

Go from being fearful about technology to being fearless.

Guest contributor  |  7 min read
11 July 2022

Financial advice

Five 'big tech' tricks to engage your clients in financial advice

Make your business as sticky as Spotify or as data-driven as Netflix with our tips on how to get your clients better engaged with you and their finances.

Guest contributor  |  5 min read
11 July 2022

Financial advice

Six things financial advice businesses need to know before changing software

Prepare yourself for a smooth transition with our top tips for financial advice businesses about to make the leap to new software.

Nuala Clamp  |  6 min read
07 July 2022